Personal Lines Quotation Consultant

6 months ago


Johannesburg, South Africa The Talent Hive Full time

Prepare Quotations in accordance with standards, policies and procedures.
- Support BDC’s in acquiring profitable business.
- Attend to administration and written communication.
- Ensure that all documentation is processed accurately & correctly.
- Ensure documentation is checked and authorized prior to dispatch.
- Ensure queries are resolved as per company standards.
- Ensure timeous and accurate management of mail count.
- Ensure policies are not overexposed.
- Maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
- Resolve escalated customer queries and complaints and provide feedback to customers on matters resolved. - Develop work routines in line with operational plans / schedules in order to manage achievement of service delivery goals.
- Share knowledge on, and participate in the creation of new standards, control systems and procedures to maintain service delivery.
- Align own behaviour with the organization culture and values.
- Share and transfer product, process and systems knowledge to colleagues.
- Collaborate and work with the Underwriting team to ensure required service levels are delivered.
- Ensure adherence to organizational policies, practices and procedures.
- Identify and recommend areas / ways to improve processes.
- Process discount request within mandate.
- Approval of violations/ mandates
- Ad-hoc duties and special projects
- Ad-hoc assistance in other departments as and when required
- Attend meetings as and when required.

**Minimum Requirements**:

- Matric
- RE5
- FAIS fit and proper
- Relevant experience
- CPD Hours

Between 1 - 3 Years



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